Features

Bank Feeds Pro

Automatically pull transactions from your bank account before quickly categorising them in Pandle.

PayPal Feeds Pro

Automatically pull transactions from your PayPal account before quickly categorising in Pandle.

Stripe Feeds

Automatically pull transactions from your Stripe account before quickly categorising in Pandle.

Bank Imports

Save time and reduce errors by importing your bank transactions into Pandle using our CSV templates

Bank Rules

Create a bank rule to automatically categorise and assign tax codes to your imported transactions.

Invoices

Pandle’s range of invoicing features includes; invoice creation, manual invoicing, bulk invoice emailing, invoice payment reminders, plus the ability to create recurring invoices.

Quotes

When you’re creating quotes you can easily mark them as accepted, declined or convert them into an invoice to save you from duplicating your work.

Pandle Pay

Our partnership with Stripe means your customers can pay you directly through a ‘Pay Now’ button on your invoices. Once done, the invoice is automatically marked as paid.

Payment Reminders

Automate the process of chasing up your unpaid invoices. Get paid quicker and improve your cash flow whilst reducing the time you spend chasing payments.

Customers

Managing your customers has never been easier; quickly import them, set credit limits, create customer groups, send out customer statements and track who owes you money.

Suppliers

From intuitive invoice entry to setting payment terms and splitting invoices Pandle has all the tools you need to accurately manage your suppliers.

Items Pro

Manage your inventory, automatically track your stock levels and add product or service items to your invoices.

Projects Pro

Pandle Projects enables users to access financial reporting specifically for each project they undertake.

Receipt Uploads Pro

Snap photos of your receipts and assign them to transactions, helping you become a paperless business.

Recurring Transactions

Regularly invoice customers the same amount each month? Pandle will automate this process for you.

Notes

Stay organised by attaching notes to your transactions, bank accounts, customers, suppliers, categories and invoices.

Bulk Editing

Pandle is the only accounting software that lets you edit transactions in bulk. If you make any serious errors, correcting them is a breeze!

Multiple Currencies

Trade in other currencies? No problem. Pandle will handle the conversions for you, meaning no more exchange rate issues.

Transaction Locking

Quickly and easily lock transactions up to a chosen date to avoid entering transactions for a previous period.

Multi Company Management Pro

Switch between your various companies from one Pandle account, to improve the efficiency of your bookkeeping.

Reports

Pandle’s range of simple, easy to understand reports show you exactly where your business stands financially.

Cash Flow Forecasting Pro

Our cash flow forecasting report allows users to set future cash flow goals and view trends in your cash flow, leading to better, more informed business decisions.

VAT Submissions

Our integration with HMRC allows you to submit your MTD compliant VAT returns directly from Pandle.

Unlimited Users Pro

Does your accountant or bookkeeper need access to your bookkeeping? Add their email to your user list to give them instant simultaneous access.

User Permissions Pro

Select the functions your staff can access, meaning they only see the financial information relevant to their role.

Help Centre

Struggling with aspects of your bookkeeping? Our Help Centre includes tutorial guides, videos and a handy FAQ section so you can easily find the answer you need.

Help Transferring

Confused about moving from another system? Our advisors will help with your opening balances and importing of your customers and suppliers.

Live Chat

We offer free live chat support within Pandle itself so you can quickly resolve any bookkeeping issues which you may encounter.

Pandle Mobile

Now you can complete your business bookkeeping on-the-go, wherever you are in the world.

Free Data Access for Six Years

Did you know HMRC require you to keep your records for six years? This doesn’t pose a problem until you decide to switch accounting software. Often when you switch you’re denied access to your data. With Pandle, this isn’t the case as you’re
able to access your data for up to six years after you leave.

Secure Encrypted Data

All communication with our servers is done via a secure HTTP connection (128-bit SSL), the same technology used by your bank to encrypt communications with their website – so you can be safe in the knowledge your data is secure.

Bank Feeds

We use the biggest third-party banking data provider on this planet, which means your details are as secure as possible. We don’t store or hold any details such as bank account numbers or login details on our own servers, so there’s minimal likelihood of a security breach.

Daily Backups

Automated and encrypted backups of all data stored on our servers occur regularly. These backups are then sent to secure servers using Google Cloud, so you don’t have to worry about losing all your hard work.

Application

Our application maintains extremely detailed audit logs of who has accessed our systems and servers, which we proactively monitor to identify and stop any would-be intruder.

Development

Pandle is developed by a government-endorsed, Cyber Essentials accredited company with strict controls and measures for how information security is handled by our development team.

2021

16th June 2021